+15.6%
CRCL vs RBA
-21.1%
+36.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.0% | -3.8% | -4.9% |
| 7D | +7.5% | -1.1% | +8.5% | +8.1% |
| 30D | +44.3% | -13.2% | +57.5% | +53.3% |
| 3M | +16.5% | -21.4% | +37.9% | +23.9% |
| 6M | -5.6% | -20.9% | +15.2% | -0.2% |
| YTD | +21.3% | -19.9% | +41.1% | +23.2% |
| 1Y | -14.5% | -28.7% | +14.2% | -0.6% |
| All | +15.6% | -21.1% | +36.6% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling